[IMP] marketing automation: updated testing_running campaign doc for Odoo 16
closes odoo/documentation#7040
X-original-commit: 76fc90dde7
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
@ -2,33 +2,63 @@
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Testing/running campaigns
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=========================
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Odoo gives users the ability to test marketing campaigns (and mailings) before officially running
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them.
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The Odoo *Marketing Automation* app allows users to test marketing campaigns (and mailings) before
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officially running them to check for errors and correct any mistakes before it reaches its target
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audience.
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First, open the :menuselection:`Marketing Automation` application, and select the desired campaign,
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which reveals that campaign's detail form.
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Test campaigns
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==============
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On the campaign detail form, make sure the campaign already has activities configured (or build a
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campaign by following the directions here on :doc:`this documentation
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To test a marketing campaign, open the :menuselection:`Marketing Automation app`, and select the
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desired campaign to test, which reveals the campaign's detail form.
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On the campaign detail form, make sure the campaign already has activities configured in the
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workflow (or build a campaign by following the directions on :doc:`this documentation
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</applications/marketing/marketing_automation/getting_started/workflow_activities>`).
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To start a test, click the :guilabel:`Launch a Test` button at the top of the campaign form.
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.. note::
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Testing marketing automation campaigns is meant to be performed in the production version of the
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database. Duplicate (or trial) databases have limited email sending capabilities.
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To start a test, click the :guilabel:`Launch a Test` button at the top of the campaign form, to the
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right of the :guilabel:`Start` button.
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.. image:: testing_running/launch-test.png
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:align: center
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:alt: Launch a test button in Odoo Marketing Automation.
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:alt: Launch a test button on a campaign detail form in Odoo Marketing Automation.
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When clicked, a :guilabel:`Launch a test` pop-up window appears. In the drop-down field, choose an
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existing record (or create a new one) to run the test on. To create a brand new record, click the
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:guilabel:`Search More...` link at the bottom of the drop-down menu, and then click the
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:guilabel:`Create` button.
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When clicked, a :guilabel:`Launch a test` pop-up window appears.
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Doing so reveals a blank contact form, in which the :guilabel:`Name` and :guilabel:`Email` **must**
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be entered. When all the necessary information has been entered, click :guilabel:`Save`, and Odoo
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returns to the :guilabel:`Launch a test` pop-up, with that new record in the :guilabel:`Choose an
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existing record or create a new one to test` field.
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.. image:: testing_running/launch-test-popup-window.png
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:align: center
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:alt: Launch a test pop-up window that appears in Odoo Markting Automation.
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Once a record is selected, click :guilabel:`Continue`, and Odoo reveals the campaign test page.
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In the :guilabel:`Launch a test` pop-up window, click the :guilabel:`Pick or create a/an Contact to
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generate a Test Participant` field to reveal a drop-down menu of contacts. From this drop-down menu,
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select an existing contact (or create a new one) to run the test on.
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.. note::
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Only one contact can be selected from the :guilabel:`Launch a test` pop-up window.
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To create a new contact directly from the :guilabel:`Launch a test` pop-up window, start typing the
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name of the new contact in the blank field, and click :guilabel:`Create and edit...`.
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.. image:: testing_running/new-contact-from-launch-test-popup.png
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:align: center
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:alt: Typing in a new contact directly from the launch a test pop-up window in Odoo.
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Doing so reveals a blank :guilabel:`Create Record` pop-up form, in which the necessary contact
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information (:guilabel:`Email`, :guilabel:`Mobile`, etc.) *must* be entered, in order for the test
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to work. When the necessary information is entered, click :guilabel:`Save & Close`.
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.. image:: testing_running/blank-contact-form.png
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:align: center
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:alt: A blank contact form from a launch test pop-up window in Odoo Marketing Automation.
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When all the necessary fields have been entered, click :guilabel:`Save & Close` to return to the
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:guilabel:`Launch a test` pop-up window.
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Once a contact is selected, click :guilabel:`Launch` to reveal the campaign test page.
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.. image:: testing_running/test-screen.png
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:align: center
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@ -43,10 +73,81 @@ To start a test, click the :guilabel:`Run` button, represented by a :guilabel:`
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icon beside the first activity in the workflow. When clicked, the page reloads, and Odoo shows the
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various results (and analytics) connected to that specific activity as they occur, in real-time.
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.. note::
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If a child activity is scheduled beneath a parent activity, that child activity will be revealed
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slightly indented in the workflow, once that parent activity has been run, via the :guilabel:`▶️
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(play button)` icon.
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.. image:: testing_running/workflow-test-progress.png
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:align: center
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:alt: Workflow test progress in Odoo Marketing Automation.
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Once all the workflow activities are completed, the test will end, and move to the
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:guilabel:`Completed` stage. To stop a test before all the workflow activities are completed, click
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the :guilabel:`Stop` button in the upper-left corner of the campaign test page.
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Once all the workflow activities are completed, the test ends, and the status bar (in the
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upper-right corner) moves to the :guilabel:`Completed` stage.
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To stop a test before all the workflow activities are completed, click the :guilabel:`Stop` button
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in the upper-left corner of the campaign test page.
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Run campaigns
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=============
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To run a campaign, navigate to :menuselection:`Marketing Automation app`, and select the desired
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campaign to run.
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On the campaign detail form, with all the desired activities ready in the :guilabel:`Workflow`
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section, click :guilabel:`Start` in the upper-left corner to officially run the campaign to the
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configured target audience specified on the campaign detail form.
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Clicking :guilabel:`Start` launches the campaign, and the status bar of the campaign switches to
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:guilabel:`Running`, which is located in the upper-right corner of the campaign detail form.
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.. image:: testing_running/campaign-running-status.png
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:align: center
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:alt: The status of a marketing campaign changing to running in the upper-right corner.
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.. note::
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If some participants are already running on a campaign, and was stopped for any reason, clicking
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the :guilabel:`Start` button again prompts a pop-up warning. This warning advises the user to
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click an :guilabel:`Update` button to apply any modifications made to the campaign.
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.. image:: testing_running/workflow-modification-warning.png
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:align: center
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:alt: The workflow has been modified warning pop-up window of a marketing campaign form.
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Be aware that participants that had already gone through an entire campaign in its original state
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**can** be reintroduced into the newly-modified campaign, and new traces could be created for
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them.
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Then, as the mailings and actions are triggered in the :guilabel:`Workflow`, the various stats and
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data related to each activity appear in each activity block. There is also a series of stat-related
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smart buttons that appear at the top of the campaign detail form, as well.
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These analytical smart buttons will *also* populate with real-time data as the campaign progresses:
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:guilabel:`Templates`, :guilabel:`Clicks`, :guilabel:`Tests`, :guilabel:`Participants`.
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.. image:: testing_running/campaign-smart-buttons.png
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:align: center
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:alt: The row of smart buttons that appear in a currently running marketing campaign in Odoo.
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Stop campaigns
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==============
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To stop a campaign that's currently running, navigate to the :menuselection:`Marketing Automation
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app`, and select the desired campaign to stop. On the campaign detail form, click the
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:guilabel:`Stop` button in the upper-left corner.
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.. image:: testing_running/stop-button-campaign-form.png
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:align: center
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:alt: The stop button on a typical campaign detail form in Odoo Marketing Automation application.
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When clicked, the campaign is officially stopped, and the status changes to :guilabel:`Stopped` in
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the upper-right corner of the campaign detail form.
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.. image:: testing_running/campaign-stopped-status-bar.png
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:align: center
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:alt: Marketing campaign's stopped status on a campaign detail form in Odoo Marketing Automation.
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.. seealso::
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- :doc:`first_campaign`
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- :doc:`target_audience`
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- :doc:`workflow_activities`
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